Quilter swoops two Shackleton advisers in latest AR additions

Five more firms join the network

Isabel Baxter
clock • 1 min read

Quilter’s advice network Quilter Financial Planning has added five appointed representative (AR) firms to its advice network since September.

The following firms have joined: • West Sussex firm Accolade Financial Planning, based in Burgess Hill, led by former Shackleton adviser Lisa Baker. • Glasgow-based Clark Boyle Financial Services, led by Alison Duffin and is part of Clark Boye solicitors. • Aligned Wealth Financial Planning, based in Haywards Heath, West Sussex, led by Jonathan Ollerenshaw who was also previously an adviser at Shackleton. • London-based Arvor Financial Planning, in Clapham, led by Rob Webster. • Narrative, based in Wimbledon, London, led by Claudia Button who was previously with Quilter as bo...

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